The Elements

April 11, 2016

Ironstone Implementers – Lessons from Kooman & Associates

Categories: Blog, Business Development, Compensation, Operational Effectiveness, Performance Evaluation, Strategic Planning

Ironstone Implementers - Lessons from Kooman & Associates

Ironstone has the privilege to work with phenomenal advisory teams across the country, and we want to share their stories to provide you with motivation for change or validation of your hard work. These success stories provide tips on how they implemented practice management strategies and the results they’ve achieved. In this interview with two generations of the […]

February 23, 2016

Top 10 Lessons from Comeback Women

Categories: Blog, Human Element, Leadership

Top 10 Lessons From Comeback Women

  Women, as the more creative of the human species, can also be more resilient. Check out the successful creative strategies women learned when they failed a few times along the way. 1. Do guy stuff Kathryn Bigelow has taken a lot of criticism over the course of her career for doing action and violence. […]

February 16, 2016

Why Employee Engagement is Critical to Success

Categories: Blog, Human Element, Team Development

Employee Engagement

  Employee engagement has become a top priority for many financial advisory firms, and for good reason. Leaders of top performing firms know that an engaged, high-performing team is essential for continued growth. Highly engaged teams increase productivity, innovation, and the bottom line, while reducing costs related to employee turnover. Wikipedia provides a straight forward […]

February 9, 2016

14 Reasons People LOVE Their Job

Categories: Blog, Human Element, Team Development

14 Reasons People Love Their Job

Have a little fun this week with Valentine’s Day! Can your employees name 14 things they love about their job? If so, great! If not, it may be time to look at areas for improvement. Businesses as a whole tend to spend time on client satisfaction surveys, but lack a system to ensure employee satisfaction is […]

February 2, 2016

What Employees Really Want in a Compensation Package

Categories: Blog, Compensation, Strategic Planning

Compensation

Is your compensation package aligned with the goals of your firm to attract and retain a winning team? The impact to your bottom line due to employee loss is costly. Firms with mediocre compensation plans are likely to have high turnover rates and lose qualified job candidates. Most business owners are in denial about what […]

January 26, 2016

Niche Marketing for Financial Advisors – A Low-Risk Means to Grow Your Business

Categories: Blog, Business Development, Niche Marketing

Niche Marketing for Financial Advisors

  Many advisors we work with fear the same thing when asked about focusing on niche markets, “I’m afraid I will lose business.” The reality is, firms that hone their focus on specialty services, specific products, and specific needs are more appealing than those offering general services to a broad market. Identifying niches is a […]

January 19, 2016

10 Essential Components for a Successful Financial Advisor Business Plan

Categories: Blog, Business Plan, Strategic Planning

10 Essential Components for a Successful Financial Advisor Business Plan

The main objective of strategic planning for your firm is to create an uncomplicated business plan that clearly defines the direction of your practice. Your business plan embodies your set of goals and how you will attain them. The Financial Planning Association Research and Practice Institute conducted a study for a comprehensive assessment of current […]

January 12, 2016

5 Best Practices to Manage and Achieve Your Goals in 2016

Categories: Blog, Business Development, Operational Effectiveness, Strategic Planning

5 Best Practices to Manage and Achieve Your Goals

We recently published our special edition newsletter, “5 Assignments to Help Your Financial Advisory Firm Prepare for 2016.” While each exercise is important to plot the course for the future of your practice, I want to help you realize your goals by ensuring you employ and execute the best practices of goal management. This scenario is […]


Ironstone Implementers – Starks Financial Group

Categories: Blog, Business Development, Operational Effectiveness

Ironstone Implementers - Starks Financial Group

Ironstone has the privilege to work with phenomenal advisory teams across the country. Each and every day they motivate us with challenges, dreams, strength, and endurance. This inspired us to share success stories from teams we work with and how they implement practice management strategies and the results they have accomplished. In this interview with […]

January 5, 2016

Your Resting Face

Categories: Blog, Communication, Human Element

Facial Expressions

  Most of us aren’t aware of what our natural facial expression is saying about us – without us saying a word!  To anyone who isn’t sure, ask someone you trust to tell you the truth about your natural facial expression. Today, social media has a name and an acronym for this called BRF, “Bitchy […]

March 8, 2016

Women in Leadership, Through the Eyes of a Child

Categories: Blog, Human Element, Leadership

Women in Leadership, Through the Eyes of a Child

If a four year old can do it… Almost every executive, CEO, business owner, and manager that I have spoken with over the past 10 years asks the same question, “How do we get more women in leadership roles in our company?” The problem is large, vast, and permeates almost every industry and there isn’t […]

December 15, 2015

Naughty or Nice? A Holiday Guide To Leadership

Categories: Blog, Human Element, Leadership

Naughty or Nice - A Holiday Guide To Leadership

Are you a naughty or nice leader? Find out in our fun holiday guide to leadership infographic!   Ironstone’s vision is to forge and guide the personal and professional lives of entrepreneurs and business professionals alike to realize their full potential. Coaching and consulting allows us the opportunity to form an environment where success happens […]

December 8, 2015

5 Assignments to Help Your Financial Advisory Firm Prepare for 2016

Categories: Blog, Business Development, Strategic Planning

Setting Goals

  This time of year is always a perfect time to gather with friends and family, indulge in scrumptious holiday treats, and spend some time in meaningful reflection. It’s also a time to look ahead, for yourself and your firm. In our coaching experience through the years, December is an opportunity for you to plot […]

December 1, 2015

Financial Advisors, You Might Be Marketing the Wrong Way If…

Categories: Blog, Business Development, Marketing Plan

Marketing For Financial Advisors

Changes in marketing have evolved and grown at a fast pace making it difficult for most brands to keep up. Key trends are changing the scope of effective marketing, making the role for marketing professionals more challenging but at the same time exciting. Marketing professionals and strategies need to continually adjust and respond to technology […]

November 24, 2015

I’m Thankful for You

Categories: Blog, Company News

Happy Thanksgiving

  This week I’ve been reflecting on the past year and thinking about the many things I have to be thankful for:  my life, friends, family, and without a doubt, the opportunity to work with so many great advisors and their teams for the past seven years. Each and every day you inspire and motivate […]

November 17, 2015

5 Factors Financial Advisors Should Consider for Growth in 2016 and Beyond

Categories: Blog, Business Development

5 Factors Financial Advisors Should Consider for Growth in 2016 and Beyond

  As 2015 comes to end, I’ve had the opportunity to learn some important lessons this year about what it takes for advisors to have a leading edge and how to guide exceptional teams. Some of the lessons are new, based on research our firm has conducted and actions taken by the advisors we work […]

November 10, 2015

Connecting is the Key to Voice Mail – It Can Start or End with Your Voice

Categories: Blog, Prospecting

Voice Mail

Your voice is 38% of your overall message to the world according to UCLA’s Albert Mehrabian. An original voice – high, low, or in-between – can be your calling card. So when it comes to leaving a voice mail message, don’t sell yourself short. Voice mail presents a huge opportunity to connect… but you only […]

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Latest Blog Article

What The Profit Teaches You About Your Financial Advisor Practice

I’m a huge fan of The Profit, a CNBC show centered around business guru Marcus Lemonis taking a struggling business and helping them turn it all around into profitability. Once he takes on a challenge and invests in their business, he now has skin in the game and deeply cares about getting their team on […]

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